Telcos to ‘Continue to Dodge’ Severe Chip Shortages This Year: SA
Wireless telecom “has escaped the worst effects” of the global semiconductor shortage, and chips for cellular infrastructure equipment “will continue to dodge significant shortages going forward,” reported Strategy Analytics Monday. SA expects availability of chips for Wi-Fi access points and…
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smartphones “will continue to improve through next year,” it said. “Tight supplies of semiconductors will gradually ease through the remainder of 2022 into 2023 as new foundry capacity comes online,” said SA analyst Christopher Taylor. China increased its production of semiconductors by more than 17% in 2021, “and production expansion in China will accelerate this year, helping to ease the global shortage,” said Taylor. Semiconductor investments in the U.S., EU, South. Korea, India and other countries “have also started to bear fruit, with the most significant capacity expansions due to start in 2023,” he said.